Best Practices and Tips for Wish Lists

Here are some ways wish lists can be used.

•      Save to a wish list a collection of items a customer has shown interest in.

•      Enter Wish List Entry Mode to add in-stock items, non-stock items, and generic wish list entries:

o  Example: A vendor/vendor style number that is available but the store has never stocked it.

o  Example2: Customer desires ½-carat diamond studs, but there is no specific vendor, item, etc.

•      Store event type and date information while adding a wish list:

o  Event and date information will update on the customer’s account record.

o  If event date differs from that shown in the customer record, you will be prompted to update it.

•      Notifications allow you to set “who to notify” and “how to notify” while entering wish lists:

o  Notifications can be sent automatically via email or text message with required setup.

o  Adding a new contact method for notification automatically updates contact record for account.